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Rating

★★★★★

4.6

from

32 reviews

Description

Join Horace Dediu and Judd Rubin as they strive to ask the right questions on the purpose of the firm, priorities in a time of plenty and what it means to be great.

Podcast episodes

Check latest episodes from Asymetric podcast

No Free Lunch

2026/08/11

Horace laments not having longer arms, shares his thoughts on the un/bundling of LLMs, and opines on Korean stock market turmoil.

Watershed

2026/06/18

Horace on WWDC 2026, John Ternus’s timing, what we can learn from the candy bar, and Judd’s indifference to origami. Also, World Cup predictions.

E is Our Friend

2026/05/19

Horace speaks carefully and with knowledge about opinions, facts and fantasies, and shares what he thinks John Ternus’s most important job is.

Waterloo

2026/04/15

Horace reminds himself to buy flowers, shares the one product he feels has set Apple apart over the years, and gives us a preview of his latest research.

It's Both

2026/03/18

Horace shares his thoughts on commitments, 20 minutes in heaven, spectrums of screens, popular revolts, and then finally catches up on 17 years of homework.

Dispatch: Mac Neo

2026/03/15

Horace shares some brief thoughts on what Mac Neo means for Apple and the PC market.

Spot Pricing and Asymco One

2026/02/23

Horace and Judd on tariffs, memory, and a new chapter for Asymco. www.asymco.com/one

Husbanding, Squandering

2026/01/31

Horace breaks down Apple Q1 results, makes his Super Bowl LX pick, and offends Judd.

Monarchs and Mobsters

2025/12/31

Horace on the causality of the golden eggs, success and virtue, and what to watch out for in 2046.

Firecrackers & Beyond Utility: Double Episode

2025/11/30

Part 1: Firecrackers In which Horace muses upon space based data centers, getting surprised by the Googs, and the advantage of lounging in the perception layer. Part 2: Beyond Utility In which Judd is incapable of having a nuanced discussion regarding succession, profiteering and fantasists.

Dispatch: AAPL Q4 2025

2025/11/06

Horace shares his thoughts on Apple's Q4, as well as his candid thoughts about a recent article, which you can find here: https://finance.yahoo.com/news/apple-aapl-net-profit-margin-021910677.html

Don't Be Led By Donkeys

2025/10/28

Horace on bundling, transcending utility, an ode to the Touch Bar and whether the Mac will ever be as powerful as the Watch.

All Time High

2025/10/24

As AAPL hits record highs, Horace shares his thoughts on the value of foundational technologies, whether AI is one, and the perils of looking at your watch.

Dispatch: Apple Fall Event 2025

2025/09/13

Horace on Apple's iPhone event, and what gaps in pricing may hint at.

The Trough

2025/09/04

Horace shares his thoughts on Vikings, trust, UX vs AI, and offers yet another mea culpa.

Podcast reviews

Read Asymetric podcast reviews

4.6 out of 5

32 reviews

★★★★☆

elizabeth65* 2024/01/28

Need new cohost

I have listened to Horace for years and he has the best insight and analysis of Apple and more generally. Please consider new cohost. Judd seems like ...

★★☆☆☆

Ovob60 2022/02/24

Stock price

Too many lengthy discussions of the stock price of Apple.

★★★★★

mwinship 2021/07/17

Interesting and educational

After listening to his other podcasts for years I’m excited for this new one. Those familiar with Horace will be familiar with the style and content.

★★★★★

BDL1962 2021/07/14

A Unique Look Into Apple

For over a decade, Horace has provided a unique look into the most unique large company of my lifetime. I will literally have a better retirement beca...

★☆☆☆☆

hepisbeth 2021/07/14

Sorry, not interested in another walled garden

I can’t figure out how to play this show in my podcast player of choice. I’ll be making the same decision as I did with joe rogan and I’ll just stop l...

★★★★★

Mr. Eyes1 2021/07/08

Like Going to Harvard Business School on Steroids

Best podcast period for anyone interested in innovation, disruption, Apple and life. Horace is a master historian, gifted story teller and wicked smar...

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